Spdr S&p 500 Etf shares owned by Lucia Wealth Services
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Lucia Wealth Services
from 13F filings
Historical chart of Lucia Wealth Services investment in Spdr S&p 500 Etf
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All positions including Spdr S&p 500 Etf held by Lucia Wealth Services consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2020-09-30 | $2.4M | 7.1k | 334.89 |
2020-06-30 | $1.9M | 6.1k | 308.43 |
2020-03-31 | $1.4M | 5.6k | 257.84 |
2019-12-31 | $1.6M | 4.9k | 321.87 |
2019-09-30 | $1.4M | 4.6k | 296.82 |
2019-06-30 | $1.3M | 4.4k | 293.00 |
2019-03-31 | $1.4M | 4.8k | 282.55 |
2018-12-31 | $1.1M | 4.5k | 249.83 |
2018-09-30 | $1.1M | 4.0k | 290.77 |
2018-06-30 | $1.1M | 4.1k | 271.37 |
2018-03-31 | $1.1M | 4.1k | 263.24 |
2017-12-31 | $489k | 1.8k | 266.78 |